Features

A permanent, organized record of emails, files, and decisions — without forcing external workers to adopt new software.

BoardRecord works alongside your existing HOA platform and management company. We add the communication and document layer; we don't replace accounting, dues, or full building management.

Email-Native Project Timelines

Every email is logged chronologically into a structured project timeline. Attachments are stored and tracked. Full history of every conversation, file, and update in one place.

  • Emails and attachments organized per project
  • Chronological timeline with sender, date, and status
  • Hybrid timeline and expandable thread views

No-Login Vendor Communication

External workers use email as usual — no accounts, portals, or training required. This is the core differentiator: zero behavior change for anyone outside your board.

  • Contractors send updates via email
  • Architects submit files via email
  • Vendors ask questions via email
  • Board maintains full control via whitelist

Whitelisted & Controlled Access

Only pre-approved email addresses can communicate with your building workspace. Prevent unauthorized or noisy communication and maintain a clean, professional audit trail.

  • Add approved senders at the building or project level
  • Control who can send files or ask questions
  • Automated notification when someone is added
  • Remove access instantly by deleting from the whitelist

Multi-Project Per Building

Separate timelines for each project within a single building workspace. No more mixing unrelated email threads across different renovation or capital projects.

  • Unit 3B Renovation, Roof Replacement, Elevator Upgrade — each with its own timeline
  • Dedicated email address per project (e.g., roof@yourbuilding.boardrecord.com)
  • Building-wide address for general communications

Email-Based Document Q&A

Email a question about your project documents and get an answer with source citations. Instantly retrieve information from proposals, permits, invoices, and diagrams without re-reading old threads.

  • Ask questions in plain language via email
  • Answers reference specific uploaded documents
  • Scoped to the project you email
  • Works for any whitelisted board member

Internal Notes & Approvals

Board Pro

Document decisions directly alongside the email history. This is not chat — this is decision documentation. Board members can see what happened, what was decided, and why.

  • Add internal notes to timeline entries (board-only)
  • Mark approvals: Approved, Not Approved, or Needs Changes
  • Keep internal commentary private from vendors
  • Clear record of what was decided, by whom, and when

Audit Trail & Export

Board Pro

Every email, file, approval, and note is permanently recorded. Export a complete audit trail for disputes, compliance, and record-keeping.

  • Retrieve historical approvals instantly
  • Full paper trail for every project decision
  • Searchable by project, sender, or date
  • Export audit trail for compliance or legal review

Ready to bring structure to your building projects?

Start with a free 7-day trial — no credit card required.